HomeMy WebLinkAbout05-31-13 + NOTICE OF INHERITANCE TAX [ pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 1' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - __-- REV-1547 EX AFP (03-13)
PD BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-060I
REGISTER OFmWILLS DATE 06-04-2013
10113 ((I R l 31 AF1 li 59 DATETOFODEATH 08-24-2012 L C
U
CLERK OF FILE NUMBER 21 12-0977
COUNTY CUMBERLAND
JAMES A SMILEY ORPHANS COURT ACN 101
1 W HIGH ST APPEAL DATE: 08-03-2013
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CARLISLE P DMFtYLA(dD CO., � a (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --0- RETAIN LOWER PORTION FOR YOUR RECORDS +—
REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HARE L CFILE NO. :21 12-0977 ACN: 101 DATE: 06-04-2013
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 80,165. 03 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 265,270.94 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper Portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 18,492.62
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 91,540.06
8. Total Assets (8) 455,468.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 39.333. 11
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.654.40
11. Total Deductions (11) 42,987.51
12. Not Value of Tax Return (12) 412,481 . 14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 288.951 .70
14. Net Value of Estate Subject to Tax (14) 123.529.44
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (l5) .00 X 00 .00
16. Amount of Line 14 taxable at lineal rate (16) 17A.244 .44 X 045 - 5,546.90
17. Amount of Line 14 at sibling rate (17) . nn X 12 . 00
18. Amount of Line 14 taxable at collateral rate (18) 265. 00 X 15 = 39.75
19. Principal Tax Due (19)= 5,586.65
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-21-2012 CDO16827 200.00 3,800.00
04-11-2013 C0017435 .00 2,682.67
TOTAL TAX PAYMENT 6,682.67
BALANCE OF TAX DUE 1 ,096.02CR
INTEREST AND PEN. .00
TOTAL DUE 1,096.02CR
x IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. _^
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pennsylvania INHERITANCE TAX
4 ?' DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 17128-0601
DECEDENT'S NAME FILE NUMBER
L Clyde Hare 2112-0977
REVIEWED BY ACN
Tamika Washington 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW Paoe 1